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1. Equitable receives FundGrade A awards for outstanding performance Equitable^® is thrilled to announce that several of our funds have received Fundata FundGrade A awards for their exceptional performance in the first half of 2025.
   
   The FundGrade rating system is a great tool for identifying top-performing funds. This recognition highlights our commitment to providing high-quality investment options to clients.
   
   And the winners are…
   The following funds from Equitable's lineup have received a FundGrade A rating this year:
   
   Pivotal Select:
   • Equitable Life NASDAQ 100 ESG Index Fund Select
   • Equitable Life Fidelity^® Climate Leadership Balanced Fund Select
   • Equitable Life Fidelity^® Global Innovators Fund Select
   
   Personal Investment Portfolio/Pivotal Solutions:
   • Equitable Life Invesco Global Bond Fund
   
   
   An enhanced fund performance page
   Equitable has also introduced several new features to our fund performance page to enhance user experience. These updates include:
   • Printable performance reports: Easily accessible and printable reports for detailed fund performance.
   • Equity and Fixed Income breakdowns: Detailed breakdowns by fund displayed on the Fund Details tab.
   • Fund Category display: Clear display of fund categories on the Fund Details tab.
   • Filter enhancements:
     • New “Risk Rating” filter.
     • New “U.S. Equity” filter.
     • Renamed “Domestic Equity” to “Canadian Equity”.
     • Moved “Index Funds” and “Portfolio Solutions” out of asset class filters into “Additional filters”.
   
   For more information on these funds and their performance, and to see the latest enhancements, visit our Fund Performance page.
   
   Questions? Contact your Director, Investment Sales.
   
   FundGrade A is used with permission from Fundata Canada Inc., all rights reserved.
   Date posted: June 10, 2025
2. [pdf] Corporate Preferred Estate Transfer using universal life
3. Preferred life insurance solutions – individuals
4. Quickly calculate first home savings with Equitable Have clients thinking about buying a first home? Equitable^® has a calculator that can help.
   
   Check out our new First Home Savings Account (FHSA) calculator to see how much clients could save. It’s simple to use and shows how money can grow when invested in an Equitable FHSA.
   
   With the calculator, you can:
      •  Show clients how much they might save
   •  Demonstrate how savings can grow over time
   •  Motivate clients to reach their goal
   
   Try the FHSA calculator with clients today. Want to learn more? Talk to your Director, Investment Sales.
   
   Date posted: September 8, 2025
   
    
5. Coming soon — enhanced Equitable Generations™ universal life (UL) See what’s ahead
   
   Equitable Generations UL insurance solution is about to get even better! In the next few weeks, Level cost of insurance (COI)* option will be added to our offering. The new Level COI option will add more value, choices, and opportunities for clients.
   
   The enhanced Equitable Generations is designed to meet client’s UL needs. To simplify our UL products, Equation Generation^® IV UL insurance solution will soon no longer be available for new sales.
   
   Stay tuned for more details and the effective date.
   
   Check out the Transition Rules for new and in-progress universal life applications.
   
   
   * For Level COI, only Account Value Protector is offered as a death benefit option.
    
6. [pdf] Corporate Preferred Estate Transfer using Equimax
7. Understanding debt: A key to building wealth Why debt matters in wealth conversations
   Debt is part of life for many Canadians. But not all debt is the same. As an advisor, you can help clients understand their debt and how to manage it. This is key to building wealth and confidence. Financial Literacy Month is a great time to “Talk Money.”
   
   Types of debt¹
   • Secured: This is backed by something the client owns, like a house or car. Its cost of borrowing or interest rate is usually lower.
   • Unsecured: This includes credit cards and personal loans. These debts have no asset behind it and often cost more.
   • Revolving: These are like credit cards. The balance owing can carry over to the next month.
   • Installment: These are like car loans. Clients pay a set amount each month.
   
   Helping clients manage debt
   • Pay off high-interest debt first:  Credit cards are often a good place to start.
   • Consolidate: One lower-interest loan payment can replace many.
   • Make a budget: Include debt payments and savings.
   • Use insurance-based investments: Segregated funds and Daily/Guaranteed Interest Accounts offer protection and guarantees. These can help clients manage risk while growing wealth.
   
   Why reducing debt matters
   Less debt can mean more financial freedom. Clients can save more, stress less, and plan better for retirement. It also helps them leave a financial legacy.
   
   Your role as an advisor
   You do more than sell products. You guide clients to make smart choices. Use this article to start a simple, clear conversation about debt—and how Equitable Individual Wealth solutions might fit into their overall financial picture.
   
   Talk to your Director, Investment Sales today for more strategies to help clients with debt.
   
   ¹ Source : ARC, 2025-03-28
8. There is still time to set up a First Home Savings Account in 2024

   A First Home Savings Account (FHSA) allows prospective first-time homebuyers to save for their first home. The plan is tax-free and allows annual contributions up to$8,000 a year or a lifetime contribution limit of $40,000. If you have a client who wants to buy a first home, start them on their path to home ownership with a FHSA.

   With Equitable’s FHSA or Daily/Guaranteed Interest Account (DIA/GIA), they can put their money to work right away. Available on Pivotal Select™ Investment Class(75/75) and Pivotal Select Estate Class (75/100) and Daily/Guaranteed Interest Account (DIA/GIA), Equitable offers clients an array of investment products to suit their individual needs and risk tolerance.

   Do not wait. Get clients started today!

   For more information on FHSA or DIA/GIA, including a FAQ and client materials, visit EquiNet^® or contact your Director, Investment Sales.   
   
   Date posted: November 13, 2024

9. Large insurance case? Expert help starts here.

   Ask our Experts Episode 3

   At Equitable, we’re committed to the large case market. Our dedicated team of experts have a wealth of knowledge and experience. They’re here to support you and to help get your large case from application through to policy placement. 
   
   Today, we are thrilled to share the third episode of Ask our Experts featuring Mark Warywoda, Public Investments VP. Watch it now! 
   
   Mark shares his thoughts on:
   • The benefits of Equitable’s PAR fund
   • The key advantages of mutuality
   • The golden rule of investing: staying focussed on the long term.
   
   In case you haven’t seen it…
   • Watch Ask our Experts Episode 1 with Cindy Shirley, Chief Underwriter and Claims Risk Management. 
   • Watch Ask our Experts Episode 2 with Kevin Till, AVP of Individual Life Pricing. 
   
   
   
   
   
   Learn more:
   Visit our large case markets webpage to learn more about our team of dedicated experts. 
   
   Do you have a large case opportunity? Talk to your wholesaler to learn more. 
10. [pdf] Application for Contract To Sell Insurance Products and Request for Sponsorship